LWA
PEGI

Lenox Wealth Advisors’s Pattern Energy Group Inc. Class A PEGI Stock Holding History

Lenox Wealth Advisors’s Portfolio PEGI Stock Details PEGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-1,445
Closed -$39K – 979
2019
Q4 		$39K Hold
1,445
– – 0.01% 210
2019
Q3 		$39K Buy
+1,445
New +$36.4K 0.01% 181

Other funds holding PEGI

GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Lenox Wealth Advisors's PEGI Position: Q1 2020 in Review

Lenox Wealth Advisors sold out of Pattern Energy Group Inc. Class A (PEGI) in Q1 2020, closing a stake of 1,445 shares — an estimated $39K sold.

Lenox Wealth Advisors first reported a position in PEGI in Q3 2019 and held it in 2 quarters. The position peaked at $39K in Q4 2019. 1 fund tracked by Wall St. Rank holds PEGI as of Q1 2020.

  • Lenox Wealth Advisors reported no remaining Pattern Energy Group Inc. Class A position as of Q1 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 1,445 Pattern Energy Group Inc. Class A shares in Q1 2020, an estimated $39K.
  • Lenox Wealth Advisors first reported a position in Pattern Energy Group Inc. Class A in Q3 2019 and held it in 2 quarters.
  • Lenox Wealth Advisors's Pattern Energy Group Inc. Class A position peaked at $39K in Q4 2019.
  • 1 fund tracked by Wall St. Rank held Pattern Energy Group Inc. Class A as of Q1 2020.

Based on Lenox Wealth Advisors's 13F filing for Q1 2020, filed 3 Apr 2020.